Competitive advantages

We are distinctive in three key ways.

PatienceResearchCulture

Patience

First, we are patient investors.

We invest only with a long-term perspective. We can search carefully for only the very best investment opportunities anywhere in the world, with a view for realising value over time. This has led us to invest in companies, countries or industries that are going through a time of transition or crisis and are out of favour and misunderstood as a result.

Research

Second, we allocate our capital to compelling ideas that can generate extraordinary returns.

The cornerstone of our investment approach is rigorous in-house research combined with an opportunistic investment style and the highest principles of risk management and integrity.